Practical analysis for investment professionals

Leadership, Management & Communication Skills


Gender Lens Equity Funds and Women in Leadership: A Report

What does the recent performance of gender lens funds look like and how much variation is there among them?

Four Principles to Sustaining a Desired Culture

Once we define the culture we aspire to build, our challenge and responsibility is to cultivate it over time. That process is far from automatic and has no finish line.

Goals-Based Investing: Should It Be the Norm?

To paraphrase Richard Thaler, all finance is behavioral. In the same spirit, all investment management should be goals-based.

How to Read Financial News Redux: Separate the Narrative from the Noise

Sometimes old narratives cast a long shadow and obscure more than they reveal.

Return on Inertia (ROI): The Price of Standing Still

Wealth managers should give as much weight to return on inertia as they do return on investment, says April J. Rudin.

Three Mindsets of Great Investing Teams

What sorts of mindsets correlate with investment success and better decisions?

A Sheep in Wolf’s Clothing: Susan Cain on the Power of Introversion

Susan Cain, author of Quiet, speaks with Mike Wallberg, CFA, about the Quiet Revolution and leveraging the value of introverts.

How to Read Financial News Redux: Understanding Consensus

Consensus expectations are a logical starting point for putting any financial news into its proper context.

Top-Performing Investment Teams: 10 Ingredients to Their Secret Sauce

What do top investment teams have in common? What makes some succeed while others fall short?



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